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chrischall

freshbooks-mcp

by chrischall

freshbooks_send_estimate

Send an estimate by email directly to a client. Set confirm to true to deliver; omit it to preview the email without sending.

Instructions

Email an estimate to the client, by sending FreshBooks' action_email on the estimate (PUT estimates/estimates/{id} with {"estimate": {"action_email": true, …}}). This puts mail in a client's inbox, so it requires confirm: true to execute; without it returns a dry-run preview and makes no network call. Omitting email_recipients lets FreshBooks use the client's own address. Returns the re-fetched estimate.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesEstimate id
bodyNoCustom email body
confirmNoMust be true to proceed. Without this, the tool returns a preview.
subjectNoCustom email subject
email_recipientsNoRecipient addresses. Omit to let FreshBooks send to the client's address on file.
Install Server

TDQS

A4.7/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations, the description carries the full burden and does so thoroughly: it discloses that this sends email to a client's inbox, requires explicit confirmation, performs no network call without confirm, falls back to the client's stored address if recipients are omitted, and returns the re-fetched estimate. This is exemplary behavioral disclosure.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Four sentences, each earning its place: the core action, the execution requirement, the recipient fallback, and the return value. It is dense but not bloated, and the most important behavior is front-loaded.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a side-effectful email-sending tool with no output schema and no annotations, the description covers the key operational concerns: network side effect, confirmation gate, dry-run safety, recipient resolution, and return value. Nothing essential is missing.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The schema already documents all five parameters at 100% coverage, so the baseline is 3. The description adds meaningful semantics beyond the schema for confirm (dry-run vs. actual execution) and email_recipients (omitting means use client's on-file address), which justifies a higher score.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states a precise verb and resource: emailing an estimate to the client via the action_email endpoint, with the exact API path and payload. This clearly differentiates it from sibling tools like accept_estimate, decline_estimate, and update_estimate.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description gives clear context on the action's effect, the requirement for confirm: true, and the dry-run behavior when confirm is absent. It does not explicitly name alternatives or when-not-to-use conditions, but the context is strong enough for an agent to understand the intended usage.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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